Blog

  When it comes to portfolio construction, allocations toward Emerging Markets (EMs) make up a meaningful part of most portfolios; this helps to diversify and drive total portfolio returns. It’s important for investors to gain a better understanding of the rationale and… More >>

  Ninety-three consecutive days have passed without the S&P 500 experiencing more than a 1% decline during a trading session.i  In fact, general market volatility, as measured by the VIX, is at historically low levels unseen since 2006, and prior to that, 1995.ii  … More >>

  Normally, I wouldn’t choose to write about politics, considering our clients span a wide range of viewpoints. However, that’s also what makes our business so engaging and rewarding. But, as we shift the narrative from a monetarily controlled world (interest rates and… More >>

    Frequently, I have written about the end of one narrative and the start of another being a driving catalyst for the markets:  Monetary Policy giving way to Fiscal Policy.  Let’s compare that changing narrative against what appears to be a resurgence in the popular… More >>

  Last Friday's strong jobs report, as well as several solid earnings announcements, led to the best trading day of 2017.  Given the action in the markets since the election this past November, one must question, “How overvalued can this market get before we see a… More >>

There are certainly multiple ways to look at the impacts of a potential trade war between the U.S. and Mexico.  Depending on what political affiliation you fall under, your humanitarian beliefs, whether you’re a CEO or an employee of a multinational corporation, or the… More >>

  "Get your facts first, and then you can distort them as much as you please." – A visionary quote by Mark Twain. With the election of a new President and the media's prediction for the demise of world order, I think it's important to keep your eyes on the facts that… More >>

Albert Einstein once said, “I never think of the future; it comes soon enough.” Despite what many think, the business of forecasting future market returns is quite precarious.  For starters, forecasts are almost always wrong, especially the ones that seem to be the most… More >>

    This long holiday season was a particularly hopeful time for many investors.  The S&P 500 finished December up 1.82%, and now through the first week of trading in 2017, it’s gained another 1.72% (Total +3.54% since Dec. 1)i.  It seems that the good times have… More >>

  Happy New Year to all and welcome to 2017!  Not only does today mark the first trading day of a new quarter, but also the first trading day of a new year.  We would like to take this opportunity to present you with our Q1 2017 Look Ahead. For a PDF copy, click here. For… More >>